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Tata Resources & Energy Fund-Direct Plan-Growth

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
45
Apr 2026
Equity Holdings
₹1,221.78 Cr
Equity only, excl. debt & cash
Top 5 Weight
22.2%
Diversified
Top 10 Weight
36.9%
Diversified
Changes
43
1 new · 0 exits
Top Sector
Power
17.9% of portfolio
📋 What Happened This Month Tata Resources & Energy Fund added 1 new stock to its portfolio this month. The biggest new buy was Hindustan Zinc Limited (Non - Ferrous Metals) at 1.33% weight. Among existing holdings, Adani Power Limited saw the biggest increase — now at 3.67% of the portfolio. Vedanta Limited was trimmed the most, now at 2.73%. UltraTech Cement Limited remains the top holding with Power the dominant sector at 17.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Power 15.8% 16.9% +1.1%
Cement & Cement Products 16.3% 14.8% -1.4%
Ferrous Metals 12.7% 12.4% -0.3%
Petroleum Products 11.9% 10.7% -1.2%
Diversified Metals 7.7% 7.6% -0.1%
Chemicals & Petrochemicals 7.3% 7.4% +0.1%
Fertilizers & Agrochemicals 6.3% 5.3% -1.0%
Oil 2.3% 3.9% +1.6%
Minerals & Mining 3.1% 3.1% +0.0%
Consumable Fuels 2.0% 2.3% +0.3%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Power 16.9% 17.9% +1.0%
Cement & Cement Products 14.8% 13.8% -1.0%
Ferrous Metals 12.4% 11.8% -0.6%
Petroleum Products 10.7% 8.8% -1.8%
Chemicals & Petrochemicals 7.4% 7.6% +0.2%
Fertilizers & Agrochemicals 5.3% 5.1% -0.2%
Minerals & Mining 3.1% 3.8% +0.7%
Oil 3.9% 3.5% -0.4%
Non - Ferrous Metals 1.5% 2.8% +1.4%
Diversified Metals 7.6% 2.7% -4.9%
🟢
Biggest New Buy
Hindustan Zinc Limited
1.33% weight · Non - Ferrous Metals
Biggest Add
Adani Power Limited
+0.79% · now 3.67%
Biggest Trim
Vedanta Limited
-4.87% · now 2.73%
🤝 Other funds also bought this month
Hindustan Zinc Limited 28 funds
Hindustan Zinc Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
HDFC Nifty100 Quality 30 Index Fund (An open ended scheme replicating/tracking Nifty100 Quality 30 Index (TRI))
ICICI Prudential Nifty200 Quality 30 Index Fund - Direct Plan - Growth + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 1 New Entry ↑ 15 Increased ↓ 27 Decreased
#StockSectorWeight (Apr 2026)
1
Hindustan Zinc Limited
₹17.88 Cr
Non - Ferrous Metals 1.33%
#StockSectorMar 2026Apr 2026Change
1
Adani Power Limited
₹49.36 Cr
Power 2.88% 3.67% +0.79%
2
Moil Limtied
₹27.75 Cr
Minerals & Mining 1.46% 2.07% +0.61%
3
Adani Energy Solutions Limited
₹37.85 Cr
Power 2.27% 2.82% +0.55%
4
DEE Development Engineers Ltd
₹29.19 Cr
Industrial Manufacturing 1.62% 2.17% +0.55%
5
Fujiyama Power Systems Limited
₹15.86 Cr
Electrical Equipment 0.91% 1.18% +0.27%
6
Aarti Industries Limited
₹35.53 Cr
Chemicals & Petrochemicals 2.40% 2.64% +0.24%
7
Ellenbarrie Industrial Gases Limited
₹15.17 Cr
Chemicals & Petrochemicals 0.96% 1.13% +0.17%
8
CESC Limited
₹22.50 Cr
Power 1.55% 1.68% +0.13%
9
Ganesha Ecosphere Limited
₹26.24 Cr
Textiles & Apparels 1.83% 1.95% +0.12%
10
Mahanagar Gas Limited
₹25.55 Cr
Gas 1.79% 1.90% +0.11%
#StockSectorMar 2026Apr 2026Change
1
Vedanta Limited
₹36.66 Cr
Diversified Metals 7.60% 2.73% -4.87%
2
Reliance Industries Limited
₹28.62 Cr
Petroleum Products 3.47% 2.13% -1.34%
3
UltraTech Cement Limited
₹81.10 Cr
Cement & Cement Products 6.47% 6.04% -0.43%
4
NTPC Limited
₹55.88 Cr
Power 4.46% 4.16% -0.30%
5
The Ramco Cements Limited
₹23.67 Cr
Cement & Cement Products 2.00% 1.76% -0.24%
6
Tata Steel Limited
₹63.41 Cr
Ferrous Metals 4.95% 4.72% -0.23%
7
Oil & Natural Gas Corporation Limited
₹31.45 Cr
Oil 2.57% 2.34% -0.23%
8
Bharat Petroleum Corporation Limited
₹31.55 Cr
Petroleum Products 2.54% 2.35% -0.19%
9
APL Apollo Tubes Limited
₹14.08 Cr
Industrial Products 1.23% 1.05% -0.18%
10
Jindal Steel Limited
₹44.03 Cr
Ferrous Metals 3.45% 3.28% -0.17%

Full Portfolio

45 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹81.10 Cr
Cement & Cement Products
6.04%
2
₹63.41 Cr
Ferrous Metals
4.72%
3
₹55.88 Cr
Power
4.16%
4
₹49.36 Cr
Power
3.67%
5
₹48.86 Cr
Cement & Cement Products
3.64%
6
₹44.03 Cr
Ferrous Metals
3.28%
7
₹40.85 Cr
Chemicals & Petrochemicals
3.04%
8
₹37.94 Cr
Ferrous Metals
2.82%
9
₹37.85 Cr
Power
2.82%
10
₹36.66 Cr
Diversified Metals
2.73%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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